Fairtree Flexible Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R18 R 3 16.666%
Number of Accounts (Mar 2019)
9 1 11.111%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 5 R 5
    Local    R 1    R 5
    Foreign    R 4    R 0
Cash Instr. R 3 R 2
    Local    R 3    R 2
    Foreign    R 0    R 0
Property R 0 R 1
On FoF R 9 R 8
Fund Investment Aims, Objective and/or Universe
The Fairtree Flexible Balanced Prescient Fund is a South Africa Mul Asset Medium Equity fund.The objective of the fund is to offer absolute return in excess of inflation over the long term-term.This is achieved through active asset allocation and blending together a collection of our best ideas into a diversified fund.

The fund invests in a diverse combina on of equities, property, bonds and money market instruments.The fund has a long-term focus and invests predominately in domestic securities whilst up to 25% of the fund may be invested in foreign securities.Derivatives may be used for risk and efficient fund management purposes.The fund is managed against a custom benchmark that also forms the strategic asset alloca on for the fund.The fund is actively managed, both at security and asset class level to create capital growth while preserving capital on a real (above inflation) and absolute basis.
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